William Dolly (CRD# 2702063) is an Investment Advisor Representative working at Leigh Baldwin & Company, LLC in Cazenovia, NY and has over 27 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Jun 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1996 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2013 |
- CT
- NY
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts957ACCOUNTS
-
Average Account Value$242,436
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CT, DE, FL, GA, IL, MA, NC, NJ, NY, PA, SC, TX, VA
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